Profit Sharing · DOL Form 5500 · 2024
Community Foundation of Northwest Indiana, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $233M
- Total assets Near avg plan size
- 6,376
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $36,611
- Avg per participant Low balance/head
Official DOL plan name: Cfni Retirement Plan · Sponsored by Community Foundation of Northwest Indiana, Inc. · Indiana · Healthcare & Social Assistance
$233M in assets, 6,376 participants
Community Foundation of Northwest Indiana, Inc.'s Cfni Retirement Plan reported $233M in total assets and 6,376 participants in its 2024 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #16,124 in Healthcare & Social Assistance (16,916 peers)
Coverage in Indiana
Cfni Retirement Plan covers 6,376 participants in Indiana, 12x the typical Indiana plan (state average ~541 per filing). Assets: $233M.
- #16,124
- in Healthcare & Social Assistance (16,916 peers)
- +13.2%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Cfni Retirement Plan's outsized position by total assets
Cfni Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$233,433,653 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cfni Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cfni Retirement Plan lands in the large band (6,376 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cfni Retirement Plan reported net income fell from $33M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Cfni Retirement Plan end-of-year assets rose from $206M in the plan year 2023 filing to $233M in the plan year 2024 filing.
- Cfni Retirement Plan reported participants rose from 6,110 in the plan year 2023 filing to 6,376 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 311128781 · Community Foundation of Northwest Indiana, Inc. PY 2024 · Profit Sharing
Cfni Retirement Plan · $233M · 6,376 · 95th
- BOOK $233M
- VS-ST 6,376
- BOY 95th
- SCH Profit Sharing
- EBSA near Dillon Companies, LLC Employees' Profit Sharing Plan
- PART ind #16124
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Indiana →
Cfni Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $206M |
|---|---|
| Net Assets (End of Year) | $233M |
| Net Income | $27M |
| Employer EIN | 311128781 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Foundation of Northwest Indiana, Inc.)
Sponsor-wide plan assets over time
All Community Foundation of Northwest Indiana, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $674M 32.99232437693227% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,546 | $507M |
| 2023 | 2 | 13,677 | $597M |
| 2024 | 2 | 14,168 | $674M |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- University of Notre Dame 403(b) Retirement Plan $2.6B · 10,920
- Indiana State Council of Plasterers & Cement Mason Pension Fund $349M · 1,910
- Do It Best Corp. Restated Employees' Savings & Profit Sharing $219M · 2,068
- International Union of Operating Engineers Local 841 Qualified Savings Plan $161M · 4,760
- Plumbers Local #210 Retirement Fund $91M · 272
Scale composition for Cfni Retirement Plan
Cfni Retirement Plan reports $233M in end-of-year assets across 6,376 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $36,611 per participant (26% of the national average assets-per-participant) . Net income for plan year 2024 was $27M.
This plan identity (EIN 311128781, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $173M to $233M (+34.9%) while covered participants moved from 6,104 to 6,376 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,104 | $173M | Open filing |
| 2023 | 6,110 | $206M | Open filing |
| 2024 · index core | 6,376 | $233M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Community Foundation of Northwest Indiana 403(b) Retirement Plan (Other, $440M, 7,792 participants)
Cfni Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is Dillon Companies, LLC Employees' Profit Sharing Plan in KS ($234M); by covered participants it is The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund in MA (6,385 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($233M here).
- Dillon Companies, LLC Employees' Profit Sharing Plan (KS) $234M · 1,850
- Iron Workers Defined Contribution Pension Fund Plan (MI) $232M · 5,319
- Heat and Frost Insulators Local 34 Pension Fund (MN) $231M · 474
- National Roofing Industry Supplemental Pension Plan (MN) $236M · 9,009
Similar participant headcount
Nearest other-state filings by covered participants (6,376 participants); asset peers above are excluded.
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund (MA) 6,385 · 9 off
- University of Maryland Medical System 401(a) Defined Contribution Plan (MD) 6,423 · 47 off
- Regions Hospital Retirement Savings 401(k) Plan (MN) 6,323 · 53 off
- Vns Health Retirement Plan for Home Health Aides (NY) 6,482 · 106 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.